Power up your clients’ accumulation potential
Allianz Life Insurance Company of North America (Allianz) has a new bonus accumulation fixed index annuity to help power up your clients’ accumulation potential.
Allianz Accumulation Advantage+TM Annuity offers:
- 13% premium bonus1 to jump-start accumulation potential
- Competitive standard rates or enhanced rates (for an additional charge)
- NEW Performance Trigger crediting method on S&P 500® Index (annual point-to-point)
- 10% free withdrawals annually plus unused percentage carries over, up to 20%2
- Plus more!
Complete the form here to download the latest rates and product information.
Fixed index annuities are designed to meet long-term needs for retirement income. They provide tax-deferred accumulation potential, guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries.
1 The bonus is subject to a 10-year vesting schedule. 10% of the bonus will become vested on each contract anniversary until the beginning of the 11th contract year, when 100% will be vested. If your client withdraws their contract before the 11th contract year, they will lose the unvested bonus. During the first 10 contract years, we will apply a withdrawal charge, market value adjustment, and unvested bonus reduction if your client partially or fully withdraws their contract. The same would apply if they begin annuitization, which means receiving regular annuity payments over a specified period of time, prior to the sixth contract year. These charges may result in a loss of bonus, indexed interest and fixed interest, and a partial loss of principal (their premium). Bonus annuities may include higher withdrawal charges, longer withdrawal charge periods, lower caps, lower participation rates, or other restrictions that are not included in similar annuities that don’t offer a premium bonus feature.
2 Penalty-free withdrawals of the greater of paid premiums or contract accumulation value available in the year after any premium payment was made.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Product and feature availability may vary by state and broker/dealer. This content does not apply in the state of New York.
For financial professional use only – not for use with the public.
C64997-MVA
EFIX-6989
EFIX-6989
(3/2024)